Prequalify a contractor and approve them for site
From the document request to gate approval, and what to check before you sign off.
Request the pack
When a contractor is proposed, the agent sends them the list of documents and questions for their contractor type. They reply by email or upload through a link.
Check the results
The agent reads each document, extracts expiry dates and cover amounts, and marks each requirement as met, missing or expiring. Gaps are chased without you asking.
Review the exceptions
Look at anything the agent flagged: cover that ends before the job does, a missing licence, a safety record that needs a conversation.
Approve for site
When everything is current, approve the contractor. If you approve with a gap, record the reason; it stays on the record.
Find out who is on site with expired paperwork.
Bring your current contractor list. We will show how the agent collects, checks and chases, and what it would flag today.
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